A manual of the reports, tasks, and general responsibilities encompassed in my Client Services Manager role with the ICF International Dedicated Team. Includes notes and photos meant to assist my successor in mastering the role. Includes examples of the numerous reports I created to provide visibility to performance.
Say hola to new orange scrum enterprise updatesOrangescrum
We are delighted to share the list of OrangeScrum Enterprise updates. Few new features like Checklists, Date Time Format, User Profile Edit, Weekend & Holiday Management along with new designs for Task List, Task detail Page, Project Overview, Kanban, Milestone, Workflow Management etc. have been released. Read More: https://bit.ly/2HnZCce
This document provides instructions for using the XLS Processor Engine utility to design templates in Microsoft Excel and publish reports from those templates in Oracle BI Publisher. The summary describes:
1) The utility allows templates to be designed natively in Excel by adding markup, then converts them to an XSL format readable by BI Publisher.
2) Instructions are provided on setting up the template with placeholders, groups, filters and other elements and uploading the converted template.
3) The document outlines how to publish reports from the Excel template in BI Publisher and view the output.
This document provides instructions for creating and editing a Document Change Request (DCR) in the Gulf of Mexico Quality Management System SharePoint site. It describes filling out the DCR form to request a new document, revision, or fix an error. It also explains how to edit an existing DCR by selecting it, choosing the items tab, and editing the item details. The completed DCR is submitted and the changes are stored in the system.
This portfolio document describes various SQL projects completed by the author including creating a database for a bank with stored procedures, functions, views and triggers. It also includes practical exercises in SQL Server configuration, management and administration such as backup/restore, security, replication and monitoring. The final section describes an SSIS/SSRS project to import data from CSV files into a new database and create reports in SSRS.
The document describes several SQL projects including a banking database application called the Piggy Bank Project, an Adventure Works repair job database, and an SSIS/SSRS project to import data into a database and create reports. Key tasks discussed include stored procedures to make withdrawals and pay interest from bank accounts, queries to generate billing reports for repair jobs, and SSIS packages to import product, vendor, order and other data along with SSRS reports on top sales and sales by year.
This portfolio showcases skills in Microsoft Business Intelligence, including SQL Server Integration Services (SSIS), Analysis Services (SSAS), and Reporting Services (SSRS). The document outlines projects involving:
1) Designing an ETL process in SSIS to load data from various sources into a SQL database.
2) Building a data warehouse cube in SSAS with dimensions, measures, and KPIs.
3) Creating SSRS reports including a sales scorecard, maps, and matrices and displaying them on a PerformancePoint dashboard in SharePoint.
Snowplow: evolve your analytics stack with your businessyalisassoon
Deep dive into how digital analytics stacks need to evolve with businesses, and how self-describing data and event data modeling are the key elements that enable Snowplow data pipeliens to elegantly evolve over time
Say hola to new orange scrum enterprise updatesOrangescrum
We are delighted to share the list of OrangeScrum Enterprise updates. Few new features like Checklists, Date Time Format, User Profile Edit, Weekend & Holiday Management along with new designs for Task List, Task detail Page, Project Overview, Kanban, Milestone, Workflow Management etc. have been released. Read More: https://bit.ly/2HnZCce
This document provides instructions for using the XLS Processor Engine utility to design templates in Microsoft Excel and publish reports from those templates in Oracle BI Publisher. The summary describes:
1) The utility allows templates to be designed natively in Excel by adding markup, then converts them to an XSL format readable by BI Publisher.
2) Instructions are provided on setting up the template with placeholders, groups, filters and other elements and uploading the converted template.
3) The document outlines how to publish reports from the Excel template in BI Publisher and view the output.
This document provides instructions for creating and editing a Document Change Request (DCR) in the Gulf of Mexico Quality Management System SharePoint site. It describes filling out the DCR form to request a new document, revision, or fix an error. It also explains how to edit an existing DCR by selecting it, choosing the items tab, and editing the item details. The completed DCR is submitted and the changes are stored in the system.
This portfolio document describes various SQL projects completed by the author including creating a database for a bank with stored procedures, functions, views and triggers. It also includes practical exercises in SQL Server configuration, management and administration such as backup/restore, security, replication and monitoring. The final section describes an SSIS/SSRS project to import data from CSV files into a new database and create reports in SSRS.
The document describes several SQL projects including a banking database application called the Piggy Bank Project, an Adventure Works repair job database, and an SSIS/SSRS project to import data into a database and create reports. Key tasks discussed include stored procedures to make withdrawals and pay interest from bank accounts, queries to generate billing reports for repair jobs, and SSIS packages to import product, vendor, order and other data along with SSRS reports on top sales and sales by year.
This portfolio showcases skills in Microsoft Business Intelligence, including SQL Server Integration Services (SSIS), Analysis Services (SSAS), and Reporting Services (SSRS). The document outlines projects involving:
1) Designing an ETL process in SSIS to load data from various sources into a SQL database.
2) Building a data warehouse cube in SSAS with dimensions, measures, and KPIs.
3) Creating SSRS reports including a sales scorecard, maps, and matrices and displaying them on a PerformancePoint dashboard in SharePoint.
Snowplow: evolve your analytics stack with your businessyalisassoon
Deep dive into how digital analytics stacks need to evolve with businesses, and how self-describing data and event data modeling are the key elements that enable Snowplow data pipeliens to elegantly evolve over time
Snowplow - Evolve your analytics stack with your businessGiuseppe Gaviani
The document discusses how analytics stacks need to evolve with businesses over time as products, questions, and data change. It describes how Snowplow users can define their own event and entity schemas to model their data. Self-describing data validated against these schemas allows adding new sources, updating existing events/entities, and recomputing data models on the full dataset as needed. This enables the analytics pipeline to evolve flexibly in response to new business questions or tracked information.
The document describes a new timesheet analysis report tool in Geminate that allows managers and customers to print reports showing task timesheets and progress between selected dates. The report can be printed in PDF or XLS format and provides summary or itemized views of timesheet data. It includes features like selecting multiple managers/customers, projects, start/end dates, a progress bar, and hours spent calculation. Screenshots demonstrate the report generation and template views. Support is provided for 60 days after installation.
The document contains the resume of Nithin Karunakaran, a senior software engineer with over 3 years of experience developing reports in SQL Server Reporting Services (SSRS) and Crystal Reports. He has extensive experience customizing and developing reports for various clients in different industries using technologies like SQL Server, VB.NET and Syteline ERP software. The resume lists his educational qualifications and details of projects undertaken involving report development, database design and maintenance.
This document outlines the technical specifications for developing business reports for a client. It specifies that the client can generate automated reports from their system. The reports will display monthly performance metrics for the client's products over time. The reports will include charts and tables showing metrics like sales, units, customers, and visits over the last 12 months. The document describes the data sources, database schema, and report features like exporting to Excel/PDF and help documentation. It also covers security, distribution, testing, and presentation of the reports.
Vincent Gaines has experience developing business intelligence solutions using Microsoft SQL Server and related technologies. His portfolio provides code samples and screenshots that demonstrate his skills in areas like data modeling, Extract Transform Load processes, online analytical processing, and reporting. He has applied these skills to projects that analyze book sales, construction company data, and student evaluations.
CIS 310 ACCESS AssignmentObjective of this assignment is to pr.docxclarebernice
This document provides instructions for a CIS 310 Microsoft Access assignment. Students are asked to create a relational database in Access including tables, forms, queries, and reports on customers, products, sales orders, and staff. Tables must include specific fields and data types. Forms must be generated from the tables and formatted as shown. Queries on total sales and product costs must include calculated fields. Reports generated from the queries must be formatted and sorted as shown. Extra credit is available for enhancing the sales order form. Step-by-step instructions are provided on creating each element of the database.
This document provides an introduction to a presentation on delivering high-level analytics reports with Splunk. It introduces the presenters, Cody Harris and Dr. Tom LaGaia, and provides their backgrounds. It also includes standard legal disclaimers about forward-looking statements and outlines Splunk's product roadmap. The presentation will provide a deep dive into doing analytics with Splunk and operationalizing analytics projects, covering use cases like understanding customers and business processes and unifying multiple channels of interaction. It will also discuss Splunk's analytics ecosystem and various apps and capabilities for business analytics.
This document summarizes Crystal Reports, a reporting tool integrated into Visual Studio. It discusses how Crystal Reports can be used to create interactive, professional reports connected to various data sources. Reports can be generated, viewed, and exported in different formats. The document outlines the Crystal Reports object models and controls that can be used for report generation and display in applications. It also provides steps for report generation using a pull method that directly accesses a database.
SQL Server 2008 Portfolio for Saumya Bhatnagarsammykb
The document is Saumya Bhatnagar's portfolio showcasing her skills with SQL Server 2008. It includes examples from projects during her intensive 13-week SQL Server 2008 Master's program. The portfolio covers T-SQL development, database administration tasks, and tools like SSIS, SSRS. Specific projects highlighted include developing databases, stored procedures, triggers for a fictional bank application and using advanced T-SQL, SSIS, and SSRS to analyze real-world data.
This portfolio contains samples of SQL Server development skills from hands-on experience in the SETFOCUS Masters Program. It includes 3 projects: 1) Piggy Bank simulated banking processes using views, stored procedures and triggers. 2) Mini Adventure Works loaded CSV data into SQL Server using SSIS and built reports in SSRS. 3) BlockFlix designed a movie rental database with stored procedures and SSRS reports for checkout, inventory, and top renters.
European SharePoint Conference 2018 - Build an intelligent application by con...Sébastien Levert
This document provides an overview of how to build intelligent applications by connecting to the Microsoft Graph. It discusses how the Microsoft Graph acts as a gateway to all user and organization data in Microsoft cloud services. It then covers getting started with the Graph including exploring it using tools like the Graph Explorer, SDKs for .NET and JavaScript, and PowerShell. The document demonstrates how to perform common operations on the Graph like getting, creating, updating and deleting data. It also covers advanced scenarios like batching requests, subscriptions, and extensions. Best practices are discussed around optimizations like projections, filters and pagination. Finally, resources for learning more are provided.
The document describes an ETL project to load operational data from various source files into a central SQL Server database to support business intelligence and reporting needs. It involves developing SSIS packages to extract data from Excel, XML, and CSV files, transform it, and load it into tables while handling incremental changes and data validation. The ETL process is scheduled to run weekly and includes tasks for database administration and reporting.
What's New in Deltek Vision 7.3 | Deltek Vision User Group MeetingBCS ProSoft
During this user group meeting we spoke about what's new and on the horizon for Deltek Vision 7.3, enhancements to Navigator 1.9, and some Deltek Vision tips & tricks. If you'd like to join us at one of our local Vision User Group Meetings in San Antonio, Houston, Denver, Honolulu or online as a webcast please visit us online at http://bit.ly/deltekvisionugm
Socconx12 integrating ibm connections docs 2 and boxRoberto Boccadoro
The document describes how to integrate IBM Connections Docs 2.0 with Box to allow editing of Box documents within IBM Docs. The integration involves creating a Box application, configuring IBM Docs, setting up OAuth credentials, and adding Box certificates to the IBM Docs trust store. At runtime, Box generates an auth code to authenticate IBM Docs calls to retrieve document metadata and content from Box and send saved content back to Box.
James Van Bebber is seeking an entry-level software developer or data/business analyst role. He has a Bachelor's degree in Physics and Computer Science from Rensselaer Polytechnic Institute with a 3.17 GPA. He has skills in Python, C++, C, JavaScript, HTML, CSS, PHP, SQL, and data analysis tools like Excel. He has work experience as a data analyst, software support engineer, data integration specialist, and data analyst where he performed tasks like writing code, analyzing data, creating reports, and maintaining customer information in databases and Salesforce.
IFSM 310 Hardware Evaluation Report Detailed Instructions
Hardware Evaluation Report Detailed Instructions Page 1 of 6
Mini-Case Study
Upton, Martin, Ulysses, & Clapper (UMUC) is a medium-sized financial analysis firm
specializing in conducting independent economic and market assessments for banks,
insurance companies, mortgage lenders, and government regulatory agencies. UMUC also
provides independent verification and validation (IV&V) services for assessments and
reports that were developed internally by these entities. The firm is highly respected for its
unbiased, politics neutral, objective, accurate financial and economic products and services.
You are a Senior IT Specialist & Systems Analyst at UMUC. One of your responsibilities is to
identify and recommend computer equipment for technology refreshes and new initiatives.
The Senior Manager, Revolving Debt Analysis (RDA) has come to you because it is time for
a technology refresh and there is a new initiative to conduct more complex, national-level
analysis of credit card fraud, default, and write-off data. Specifically, banks, credit card
companies, and some law enforcement entities want to see if this analysis will assist in
targeting identity thieves.
The Senior Manager explains that RDA will need to refresh 35 desktop personal computers
(PC). The new PCs will need to run complex calculations based on statistical models that
use large amounts of data. Due to the unique nature of the datasets, data models, queries,
formulas and equations and the individuality of the financial analysts and economists (many
hold a PhD), the actual compute power needs to be in the desktop machine. Your task is to
assess and identify the hardware needed that will allow the financial analysts and
economists (collectively the users) to complete their work. The Senior Manager, RDA
provided a table of requirements (see below), which shows the activities and software the
PC hardware needs to support.
Table o f Re quire me nts
ID Attribute Type Comments
RDA001 Windows 8.1 Professional (64bit) Software Used as standard operating system
RDA002 MS OfficeProfessional Plus 2013 Software Used to create documents, presentations,
complex workbooks/spreadsheets, and to
develop local datasets and databases. Daily
activities involve using:
· Access
· Excel
· Word
· PowerPoint
· Outlook
· OneNote
· Publisher
· Lync
RDA003 Adobe Acrobat X Suite Software Used to create PDF documents; combine
audio, video, and presentation slide; develop
media from multiple types of input; and
create interactive documents and
presentations.
RDA004 SAS 9.4 Software Used for financial, fraud, and related data
analytics work.
RDA005 MatLab R2014b Software User for programming and algorithm
IFSM 310 Hardware Evaluation Report Detailed Instructions
Hardware Evaluation Report Detailed Instructions Page 2 of 6
development, data analysis and visualization,
and numeric computations.
RDA006 Stata 13 (Stata/MP) for Windows Software Used.
The document provides a 14-step guide to using LSMW to upload new customer master records from an external file into SAP. The steps include: 1) configuring the LSMW project, subproject, and object; 2-5) defining the source and target structures and their relationships; 6-7) specifying the source file; 8-11) importing, converting, and validating the data; 12-13) creating a batch input session; and 14) running the session to upload the customer records to SAP. The guide demonstrates mapping source fields to target fields, assigning conversion rules, and using LSMW to generate the programs needed to load the data.
How to Build a Module in Odoo 17 Using the Scaffold MethodCeline George
Odoo provides an option for creating a module by using a single line command. By using this command the user can make a whole structure of a module. It is very easy for a beginner to make a module. There is no need to make each file manually. This slide will show how to create a module using the scaffold method.
ISO/IEC 27001, ISO/IEC 42001, and GDPR: Best Practices for Implementation and...PECB
Denis is a dynamic and results-driven Chief Information Officer (CIO) with a distinguished career spanning information systems analysis and technical project management. With a proven track record of spearheading the design and delivery of cutting-edge Information Management solutions, he has consistently elevated business operations, streamlined reporting functions, and maximized process efficiency.
Certified as an ISO/IEC 27001: Information Security Management Systems (ISMS) Lead Implementer, Data Protection Officer, and Cyber Risks Analyst, Denis brings a heightened focus on data security, privacy, and cyber resilience to every endeavor.
His expertise extends across a diverse spectrum of reporting, database, and web development applications, underpinned by an exceptional grasp of data storage and virtualization technologies. His proficiency in application testing, database administration, and data cleansing ensures seamless execution of complex projects.
What sets Denis apart is his comprehensive understanding of Business and Systems Analysis technologies, honed through involvement in all phases of the Software Development Lifecycle (SDLC). From meticulous requirements gathering to precise analysis, innovative design, rigorous development, thorough testing, and successful implementation, he has consistently delivered exceptional results.
Throughout his career, he has taken on multifaceted roles, from leading technical project management teams to owning solutions that drive operational excellence. His conscientious and proactive approach is unwavering, whether he is working independently or collaboratively within a team. His ability to connect with colleagues on a personal level underscores his commitment to fostering a harmonious and productive workplace environment.
Date: May 29, 2024
Tags: Information Security, ISO/IEC 27001, ISO/IEC 42001, Artificial Intelligence, GDPR
-------------------------------------------------------------------------------
Find out more about ISO training and certification services
Training: ISO/IEC 27001 Information Security Management System - EN | PECB
ISO/IEC 42001 Artificial Intelligence Management System - EN | PECB
General Data Protection Regulation (GDPR) - Training Courses - EN | PECB
Webinars: https://pecb.com/webinars
Article: https://pecb.com/article
-------------------------------------------------------------------------------
For more information about PECB:
Website: https://pecb.com/
LinkedIn: https://www.linkedin.com/company/pecb/
Facebook: https://www.facebook.com/PECBInternational/
Slideshare: http://www.slideshare.net/PECBCERTIFICATION
Snowplow - Evolve your analytics stack with your businessGiuseppe Gaviani
The document discusses how analytics stacks need to evolve with businesses over time as products, questions, and data change. It describes how Snowplow users can define their own event and entity schemas to model their data. Self-describing data validated against these schemas allows adding new sources, updating existing events/entities, and recomputing data models on the full dataset as needed. This enables the analytics pipeline to evolve flexibly in response to new business questions or tracked information.
The document describes a new timesheet analysis report tool in Geminate that allows managers and customers to print reports showing task timesheets and progress between selected dates. The report can be printed in PDF or XLS format and provides summary or itemized views of timesheet data. It includes features like selecting multiple managers/customers, projects, start/end dates, a progress bar, and hours spent calculation. Screenshots demonstrate the report generation and template views. Support is provided for 60 days after installation.
The document contains the resume of Nithin Karunakaran, a senior software engineer with over 3 years of experience developing reports in SQL Server Reporting Services (SSRS) and Crystal Reports. He has extensive experience customizing and developing reports for various clients in different industries using technologies like SQL Server, VB.NET and Syteline ERP software. The resume lists his educational qualifications and details of projects undertaken involving report development, database design and maintenance.
This document outlines the technical specifications for developing business reports for a client. It specifies that the client can generate automated reports from their system. The reports will display monthly performance metrics for the client's products over time. The reports will include charts and tables showing metrics like sales, units, customers, and visits over the last 12 months. The document describes the data sources, database schema, and report features like exporting to Excel/PDF and help documentation. It also covers security, distribution, testing, and presentation of the reports.
Vincent Gaines has experience developing business intelligence solutions using Microsoft SQL Server and related technologies. His portfolio provides code samples and screenshots that demonstrate his skills in areas like data modeling, Extract Transform Load processes, online analytical processing, and reporting. He has applied these skills to projects that analyze book sales, construction company data, and student evaluations.
CIS 310 ACCESS AssignmentObjective of this assignment is to pr.docxclarebernice
This document provides instructions for a CIS 310 Microsoft Access assignment. Students are asked to create a relational database in Access including tables, forms, queries, and reports on customers, products, sales orders, and staff. Tables must include specific fields and data types. Forms must be generated from the tables and formatted as shown. Queries on total sales and product costs must include calculated fields. Reports generated from the queries must be formatted and sorted as shown. Extra credit is available for enhancing the sales order form. Step-by-step instructions are provided on creating each element of the database.
This document provides an introduction to a presentation on delivering high-level analytics reports with Splunk. It introduces the presenters, Cody Harris and Dr. Tom LaGaia, and provides their backgrounds. It also includes standard legal disclaimers about forward-looking statements and outlines Splunk's product roadmap. The presentation will provide a deep dive into doing analytics with Splunk and operationalizing analytics projects, covering use cases like understanding customers and business processes and unifying multiple channels of interaction. It will also discuss Splunk's analytics ecosystem and various apps and capabilities for business analytics.
This document summarizes Crystal Reports, a reporting tool integrated into Visual Studio. It discusses how Crystal Reports can be used to create interactive, professional reports connected to various data sources. Reports can be generated, viewed, and exported in different formats. The document outlines the Crystal Reports object models and controls that can be used for report generation and display in applications. It also provides steps for report generation using a pull method that directly accesses a database.
SQL Server 2008 Portfolio for Saumya Bhatnagarsammykb
The document is Saumya Bhatnagar's portfolio showcasing her skills with SQL Server 2008. It includes examples from projects during her intensive 13-week SQL Server 2008 Master's program. The portfolio covers T-SQL development, database administration tasks, and tools like SSIS, SSRS. Specific projects highlighted include developing databases, stored procedures, triggers for a fictional bank application and using advanced T-SQL, SSIS, and SSRS to analyze real-world data.
This portfolio contains samples of SQL Server development skills from hands-on experience in the SETFOCUS Masters Program. It includes 3 projects: 1) Piggy Bank simulated banking processes using views, stored procedures and triggers. 2) Mini Adventure Works loaded CSV data into SQL Server using SSIS and built reports in SSRS. 3) BlockFlix designed a movie rental database with stored procedures and SSRS reports for checkout, inventory, and top renters.
European SharePoint Conference 2018 - Build an intelligent application by con...Sébastien Levert
This document provides an overview of how to build intelligent applications by connecting to the Microsoft Graph. It discusses how the Microsoft Graph acts as a gateway to all user and organization data in Microsoft cloud services. It then covers getting started with the Graph including exploring it using tools like the Graph Explorer, SDKs for .NET and JavaScript, and PowerShell. The document demonstrates how to perform common operations on the Graph like getting, creating, updating and deleting data. It also covers advanced scenarios like batching requests, subscriptions, and extensions. Best practices are discussed around optimizations like projections, filters and pagination. Finally, resources for learning more are provided.
The document describes an ETL project to load operational data from various source files into a central SQL Server database to support business intelligence and reporting needs. It involves developing SSIS packages to extract data from Excel, XML, and CSV files, transform it, and load it into tables while handling incremental changes and data validation. The ETL process is scheduled to run weekly and includes tasks for database administration and reporting.
What's New in Deltek Vision 7.3 | Deltek Vision User Group MeetingBCS ProSoft
During this user group meeting we spoke about what's new and on the horizon for Deltek Vision 7.3, enhancements to Navigator 1.9, and some Deltek Vision tips & tricks. If you'd like to join us at one of our local Vision User Group Meetings in San Antonio, Houston, Denver, Honolulu or online as a webcast please visit us online at http://bit.ly/deltekvisionugm
Socconx12 integrating ibm connections docs 2 and boxRoberto Boccadoro
The document describes how to integrate IBM Connections Docs 2.0 with Box to allow editing of Box documents within IBM Docs. The integration involves creating a Box application, configuring IBM Docs, setting up OAuth credentials, and adding Box certificates to the IBM Docs trust store. At runtime, Box generates an auth code to authenticate IBM Docs calls to retrieve document metadata and content from Box and send saved content back to Box.
James Van Bebber is seeking an entry-level software developer or data/business analyst role. He has a Bachelor's degree in Physics and Computer Science from Rensselaer Polytechnic Institute with a 3.17 GPA. He has skills in Python, C++, C, JavaScript, HTML, CSS, PHP, SQL, and data analysis tools like Excel. He has work experience as a data analyst, software support engineer, data integration specialist, and data analyst where he performed tasks like writing code, analyzing data, creating reports, and maintaining customer information in databases and Salesforce.
IFSM 310 Hardware Evaluation Report Detailed Instructions
Hardware Evaluation Report Detailed Instructions Page 1 of 6
Mini-Case Study
Upton, Martin, Ulysses, & Clapper (UMUC) is a medium-sized financial analysis firm
specializing in conducting independent economic and market assessments for banks,
insurance companies, mortgage lenders, and government regulatory agencies. UMUC also
provides independent verification and validation (IV&V) services for assessments and
reports that were developed internally by these entities. The firm is highly respected for its
unbiased, politics neutral, objective, accurate financial and economic products and services.
You are a Senior IT Specialist & Systems Analyst at UMUC. One of your responsibilities is to
identify and recommend computer equipment for technology refreshes and new initiatives.
The Senior Manager, Revolving Debt Analysis (RDA) has come to you because it is time for
a technology refresh and there is a new initiative to conduct more complex, national-level
analysis of credit card fraud, default, and write-off data. Specifically, banks, credit card
companies, and some law enforcement entities want to see if this analysis will assist in
targeting identity thieves.
The Senior Manager explains that RDA will need to refresh 35 desktop personal computers
(PC). The new PCs will need to run complex calculations based on statistical models that
use large amounts of data. Due to the unique nature of the datasets, data models, queries,
formulas and equations and the individuality of the financial analysts and economists (many
hold a PhD), the actual compute power needs to be in the desktop machine. Your task is to
assess and identify the hardware needed that will allow the financial analysts and
economists (collectively the users) to complete their work. The Senior Manager, RDA
provided a table of requirements (see below), which shows the activities and software the
PC hardware needs to support.
Table o f Re quire me nts
ID Attribute Type Comments
RDA001 Windows 8.1 Professional (64bit) Software Used as standard operating system
RDA002 MS OfficeProfessional Plus 2013 Software Used to create documents, presentations,
complex workbooks/spreadsheets, and to
develop local datasets and databases. Daily
activities involve using:
· Access
· Excel
· Word
· PowerPoint
· Outlook
· OneNote
· Publisher
· Lync
RDA003 Adobe Acrobat X Suite Software Used to create PDF documents; combine
audio, video, and presentation slide; develop
media from multiple types of input; and
create interactive documents and
presentations.
RDA004 SAS 9.4 Software Used for financial, fraud, and related data
analytics work.
RDA005 MatLab R2014b Software User for programming and algorithm
IFSM 310 Hardware Evaluation Report Detailed Instructions
Hardware Evaluation Report Detailed Instructions Page 2 of 6
development, data analysis and visualization,
and numeric computations.
RDA006 Stata 13 (Stata/MP) for Windows Software Used.
The document provides a 14-step guide to using LSMW to upload new customer master records from an external file into SAP. The steps include: 1) configuring the LSMW project, subproject, and object; 2-5) defining the source and target structures and their relationships; 6-7) specifying the source file; 8-11) importing, converting, and validating the data; 12-13) creating a batch input session; and 14) running the session to upload the customer records to SAP. The guide demonstrates mapping source fields to target fields, assigning conversion rules, and using LSMW to generate the programs needed to load the data.
How to Build a Module in Odoo 17 Using the Scaffold MethodCeline George
Odoo provides an option for creating a module by using a single line command. By using this command the user can make a whole structure of a module. It is very easy for a beginner to make a module. There is no need to make each file manually. This slide will show how to create a module using the scaffold method.
ISO/IEC 27001, ISO/IEC 42001, and GDPR: Best Practices for Implementation and...PECB
Denis is a dynamic and results-driven Chief Information Officer (CIO) with a distinguished career spanning information systems analysis and technical project management. With a proven track record of spearheading the design and delivery of cutting-edge Information Management solutions, he has consistently elevated business operations, streamlined reporting functions, and maximized process efficiency.
Certified as an ISO/IEC 27001: Information Security Management Systems (ISMS) Lead Implementer, Data Protection Officer, and Cyber Risks Analyst, Denis brings a heightened focus on data security, privacy, and cyber resilience to every endeavor.
His expertise extends across a diverse spectrum of reporting, database, and web development applications, underpinned by an exceptional grasp of data storage and virtualization technologies. His proficiency in application testing, database administration, and data cleansing ensures seamless execution of complex projects.
What sets Denis apart is his comprehensive understanding of Business and Systems Analysis technologies, honed through involvement in all phases of the Software Development Lifecycle (SDLC). From meticulous requirements gathering to precise analysis, innovative design, rigorous development, thorough testing, and successful implementation, he has consistently delivered exceptional results.
Throughout his career, he has taken on multifaceted roles, from leading technical project management teams to owning solutions that drive operational excellence. His conscientious and proactive approach is unwavering, whether he is working independently or collaboratively within a team. His ability to connect with colleagues on a personal level underscores his commitment to fostering a harmonious and productive workplace environment.
Date: May 29, 2024
Tags: Information Security, ISO/IEC 27001, ISO/IEC 42001, Artificial Intelligence, GDPR
-------------------------------------------------------------------------------
Find out more about ISO training and certification services
Training: ISO/IEC 27001 Information Security Management System - EN | PECB
ISO/IEC 42001 Artificial Intelligence Management System - EN | PECB
General Data Protection Regulation (GDPR) - Training Courses - EN | PECB
Webinars: https://pecb.com/webinars
Article: https://pecb.com/article
-------------------------------------------------------------------------------
For more information about PECB:
Website: https://pecb.com/
LinkedIn: https://www.linkedin.com/company/pecb/
Facebook: https://www.facebook.com/PECBInternational/
Slideshare: http://www.slideshare.net/PECBCERTIFICATION
A review of the growth of the Israel Genealogy Research Association Database Collection for the last 12 months. Our collection is now passed the 3 million mark and still growing. See which archives have contributed the most. See the different types of records we have, and which years have had records added. You can also see what we have for the future.
This presentation was provided by Steph Pollock of The American Psychological Association’s Journals Program, and Damita Snow, of The American Society of Civil Engineers (ASCE), for the initial session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session One: 'Setting Expectations: a DEIA Primer,' was held June 6, 2024.
Leveraging Generative AI to Drive Nonprofit InnovationTechSoup
In this webinar, participants learned how to utilize Generative AI to streamline operations and elevate member engagement. Amazon Web Service experts provided a customer specific use cases and dived into low/no-code tools that are quick and easy to deploy through Amazon Web Service (AWS.)
How to Add Chatter in the odoo 17 ERP ModuleCeline George
In Odoo, the chatter is like a chat tool that helps you work together on records. You can leave notes and track things, making it easier to talk with your team and partners. Inside chatter, all communication history, activity, and changes will be displayed.
বাংলাদেশের অর্থনৈতিক সমীক্ষা ২০২৪ [Bangladesh Economic Review 2024 Bangla.pdf] কম্পিউটার , ট্যাব ও স্মার্ট ফোন ভার্সন সহ সম্পূর্ণ বাংলা ই-বুক বা pdf বই " সুচিপত্র ...বুকমার্ক মেনু 🔖 ও হাইপার লিংক মেনু 📝👆 যুক্ত ..
আমাদের সবার জন্য খুব খুব গুরুত্বপূর্ণ একটি বই ..বিসিএস, ব্যাংক, ইউনিভার্সিটি ভর্তি ও যে কোন প্রতিযোগিতা মূলক পরীক্ষার জন্য এর খুব ইম্পরট্যান্ট একটি বিষয় ...তাছাড়া বাংলাদেশের সাম্প্রতিক যে কোন ডাটা বা তথ্য এই বইতে পাবেন ...
তাই একজন নাগরিক হিসাবে এই তথ্য গুলো আপনার জানা প্রয়োজন ...।
বিসিএস ও ব্যাংক এর লিখিত পরীক্ষা ...+এছাড়া মাধ্যমিক ও উচ্চমাধ্যমিকের স্টুডেন্টদের জন্য অনেক কাজে আসবে ...
Reimagining Your Library Space: How to Increase the Vibes in Your Library No ...Diana Rendina
Librarians are leading the way in creating future-ready citizens – now we need to update our spaces to match. In this session, attendees will get inspiration for transforming their library spaces. You’ll learn how to survey students and patrons, create a focus group, and use design thinking to brainstorm ideas for your space. We’ll discuss budget friendly ways to change your space as well as how to find funding. No matter where you’re at, you’ll find ideas for reimagining your space in this session.
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Table of Contents
(Ctrl + Click on a link to jump to its section)
Sites
General Notes
Weekly Tasks
Bi-Weekly Tasks
Monthly Tasks
As Needed Tasks
End of Month Reporting
Weekly Execution Report
Average Store Visit Time Report
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Sites
Crossmark Landing Page: https://crossmarkoktacom/app/UserHome
“CLIENT NAME” Box site: https://crossmarkappboxcom/folder/5100
o “CLIENT NAME” Client Documents site: https://crossmarkappboxcom/folder/5100
o “CLIENT NAME” Retail Rep Documents site:
https://crossmarkappboxcom/folder/5100
o “CLIENT NAME” Internal Documents site: https://crossmarkappboxcom/folder/5100
“CLIENT NAME” Get the Picture:
https://applicationcrossmarkconnectcom/AxisGTP/Pages/Photosaspx?SPHostUrl=https%3A%2F
%2Fcrossmarkconnect%2Esharepoint%2Ecom%2Fsites%2Fresources&SPLanguage=en-
US&SPClientTag=1&SPProductNumber=16%2E0%2E7813%2E1210&ClientGuid=
“CLIENT NAME” SharePoint site:
https://internalcrossmarkconnectcom/sites/mycommunityext/”CLIENT
NAME”%20International/Pages/defaultaspx
“CLIENT NAME” SharePoint site (old):
https://crossmarkconnectsharepointcom/sites/community/”CLIENT
NAME”International/Pages/Homeaspx
“CLIENT NAME” Tableau site: https://tableaucrossmarkcom/t/”CLIENT
NAME”/workbooks/”CLIENT NAME”ResultsDashboard2018OneHub
Lawson: http://myinfocrossmarkinternalpvt/lawson/portal/
Remedyforce (IT Tickets):
https://crossmarklightningforcecom/lightning/n/BMCServiceDesk__Remedyforce_Self_Service
SSRS Reporting at:
https://internalcrossmarkconnectcom/sites/reporting/RC2/SSRS%20Reports/Forms/AllItemsasp
x?RootFolder=%2fsites%2freporting%2fRC2%2fSSRS%20Reports%2fAxis%20Reports&Folder
CTID=0x012000167CD029CCAB734F9F6DE95B4EEBEF24
Vectra: http://vectraondemand.com/”Client Name”/login.aspx
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General Notes
All pathways listed below are for Box file folders
If the Tableau dashboard gives an Authentication error switch internet browsers. If it
persists, come back later
If Tableau is not allowing you to export the data as “Data” in the drop down, click into
the charts and try again
When pulling the “Execution Details by Client” report, pull each utility individually.
Otherwise the system will drop out lines of information
When pulling “Ticket Assignment Details,” you can pull all utilities at once
There are example files for all of these reports on the internal side of Box
As a best practice, keep an internal and client version of files. Although often identical,
it’s good to have as a backup just in case
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Weekly Tasks
Monday
“Client Name” Weekly Store Visit Count
o Sat-Fri window
Send to “list of client emails addresses”
o Pull SSRS report and use “Execution Details by Client” Report
o Create a pivot from the Visit Type to fill in the Total Unique Store Visits stats
There are two tabs: “Store Calls” and “Visit Chart”
o Maintain an internal side document and email to the client as an attachment
o Example at: “CLIENT NAME””CLIENT NAME” Team Internal Documents2018
DocumentsReportingSSRS”Client Name” Weekly Store Visit Count
“CLIENT NAME” Weekly Store Visits
o Sun-Sat window
Send to “list of client emails addresses”
o Pull SSRS report and use “Execution Details by Client” Report
o Maintain an internal side document and email to the client as an attachment
o Example at: “CLIENT NAME””CLIENT NAME” Team Internal Documents2018
DocumentsReportingSSRS”CLIENT NAME” Weekly Store Visit Count
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Tuesday
Execution Report
o Send to Supervisors, “Direct Superior”, and “Division Manager”
o Pull SSRS report and use “Ticket Assignment Details”
o Write insights/notes in email body and attach Excel file to email
o Maintain an internal side document
o Example at: “CLIENT NAME””CLIENT NAME” Team Internal Documents2018
DocumentsReportingSSRS
Compliance Report
o Send to: “list of client emails addresses”
o Example below; information drawn from “Execution Report”
Friday
Rep Staffing Report
o Who was hired, fired, any ongoing updates
o Pull report from Lawson to see “New Hires Processed” and the “Address List”
Consult with “Division Manager” for any up to the minute changes
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o Maintain an internal side document and email to the client as an attachment
o Any updates being sent out should also be reflected in the Crossmark Rep
Address file
o Send to clients, Supervisors, “Direct Superior”, and “Division Manager”
“list of client emails addresses”
o Send “Client Employee” and “Client Employee” a separate email asking for
Vectra access for New Hires. Include their full address information
o Example at: “CLIENT NAME””CLIENT NAME” Team Internal Documents2018
DocumentsStaffing
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Bi-Weekly Tasks
Monday
Retail Comments
o Sun-Sat window
o Pull SSRS report and use “Execution Details by Client” Report
o Cleanse unhelpful comments or those that do not need to be passed to the client.
Use personal judgement
o Maintain an internal side document and email to the client as an attachment
o Send to client, “Direct Superior”, “Division Manager”, and applicable
supervisors
There is one version Send to the Eastern Region and one Send to Central
Region
Eastern: “list of client emails addresses”
Central: “list of client emails addresses”
o Every other Monday
Next on July 9th, July 23rd, August 6th
o Example at: “CLIENT NAME””CLIENT NAME” Team Internal Documents2018
DocumentsReportingSSRS
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Monthly Tasks
5th of the Month
“Client Name” Raw Data
o A full month lookback
o Includes “Retail Comments” column, excludes “Payroll Time” column
o Pull SSRS report and use “Execution Details by Client” Report
o Maintain an internal side version and upload a client side version to sit here:
“CLIENT NAME””CLIENT NAME” Client Documents2018Data &
Reporting07_July
o Example at: “CLIENT NAME””CLIENT NAME” Team Internal Documents2018
DocumentsReportingSSRS05_May
10th of the Month
Complete “Client Name” End of Month Reporting
o Export reporting from Tableau; use SSRS if Tableau data is unavailable
You will export data from the “Compliance,” “Pricing,” “Events,” and
“Education Summary” tabs
Create pivot tables based on needed data and enter into the Reporting
Master (Excel) file
The charts from the Reporting Master will be used in the End of Month
(PPT) file
You’ll update insights based on the new data
o Include the Success Stories for “Client Name”; usually 2-5 slides
Try to maintain the highest photo quality and do not compress images
o Post PPT to the client side of Box
o Maintain an internal side version and upload a client side version to sit here:
“CLIENT NAME””CLIENT NAME” Client Documents2018Data &
Reporting07_July
o Example at: “CLIENT NAME””CLIENT NAME” Team Internal Documents2018
DocumentsReportingEOM Reporting05 – May 2018
Of particular note are the Reporting Master and EOM Reporting files
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11th of the Month
Utility Raw Reporting
o A full month lookback
o Includes “Retail Comments” column, excludes “Payroll Time” column
o Consolidate any repetitive columns for ease of use
o Pull SSRS report and use “Execution Details by Client” Report
o Maintain an internal side version and upload a client side version to sit here:
“CLIENT NAME””CLIENT NAME” Client Documents2018Data &
Reporting07_July
o Example at: “CLIENT NAME””CLIENT NAME” Team Internal Documents2018
DocumentsReportingSSRS05_May
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15th of the Month
Average Store Visit Time
o Pull “Ticket Assignment Details” report
o Create a Pivot table with Retailer/Store Name and Avg Visit Time (in minutes)
Include slicers for “Owning Company,” “Store Name,” “State,” and
“Utility”
Standardize Store Names and Owning Companies
Eg. Turn “Ace Hardware of Plano” into “Ace Hardware”
o Maintain an internal side version and upload a client side version to sit here:
“CLIENT NAME””CLIENT NAME” Client Documents2018Data &
Reporting07_July
o Example at: “CLIENT NAME””CLIENT NAME” Team Internal Documents2018
DocumentsReportingSSRS05_May
End of Month Reporting
o The near exact same process for “Client Name” End of Month Reporting
o Export reporting from Tableau; use SSRS if Tableau data is unavailable
You will export data from the “Compliance,” “Pricing,” “Events,” and
“Education Summary” tabs
Create pivot tables based on needed data and enter into the Reporting
Master (Excel) file
The charts from the Reporting Master will be used in the End of Month
(PPT) file
You’ll update insights based on the new data
o Include the Success Stories for “Client Name”; usually 2-5 slides
Try to maintain the highest photo quality and do not compress images
o Post PPT to the client side of Box
o Maintain an internal side version and upload a client side version to sit here:
“CLIENT NAME””CLIENT NAME” Client Documents2018Data &
Reporting07_July
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o Example at: “CLIENT NAME””CLIENT NAME” Team Internal Documents2018
DocumentsReportingEOM Reporting05 – May 2018
Of particular note are the Reporting Master and EOM Reporting files
Year to Date Event Count
o Usually pull data from posted events on the client side of Box
o This document is simply a comprehensive list of events. It helps with EOM
reporting as we provide a list of events for the month for each utility
o Example at: “CLIENT NAME””CLIENT NAME” Client Documents2018Events
Calendar
20th of the Month
Audits and Work-Withs
o Supervisors and Event Coordinators come into this document and fill it out
o This is then posted on the client side of Box
Review all comments for anything that may need to be cleansed before
being viewed by the client
This is updated for the client on a monthly basis but is vital when doing
Retainage billing
o Tally up the number of audits/WWs by utility
o Requirements: “Client Name”, “Client Name”, “CLIENT NAME”, “CLIENT
NAME”, and “CLIENT NAME” require 2 Audits per Rep per Quarter and 1 WW
per Rep per Quarter; “Client Name”, “CLIENT NAME”, and “CLIENT NAME”
require 6 Audits and 9 Work Withs per Quarter
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o The current document has formatting that will highlight cells in pink when a
requirement isn’t met; update accordingly
o Example at: “CLIENT NAME””CLIENT NAME” Team Internal Documents2018
DocumentsAudits and Work Withs
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As Needed
Crossmark Rep Addresses
o Pull information from Lawson and update Rep addresses
Ideally, Supervisors have sent you an email if Reps move or leave the
team
o Maintain separate tabs for Active and Exited Reps; you may need it later
o This file sits on the client side of Box
o File sits at: “CLIENT NAME””CLIENT NAME” Client Documents
Send the names of new reps to Volt
o Send to: Volt@crossmarkcom
o Template document can be found at: “CLIENT NAME””CLIENT NAME” Team
Internal Documents2018 DocumentsVolt-SP Requests
o Requests must be sent in the formatting as given in the document
Relevant Rep information should be in the Crossmark Rep Address file if
it is being maintained
Box administration, organization, maintenance
o You will give clients and new reps access to Box
o Box permissions works by cascading levels. If you have access to “Folder A” you
automatically have access to any folders that sit inside of “Folder A”
Eg. Internal and External Documents are separate folders. You can have
access to one or the other or both
Retail Rep Documents sit under the External Documents.
Therefore Clients can see all Retail Rep Documents but Rep
cannot see anything but their folder
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o “CLIENT NAME” Box site: https://crossmarkappboxcom/folder/5100
This is the general site. Give Supervisors, PAs, CSMs, and above access at
this level
o “CLIENT NAME” Client Documents site: https://crossmarkappboxcom/folder/5100
This is the folder of the site that clients should be given access to
DO NOT GIVE THEM ACCESS TO THE INTERNAL SIDE OF
BOX!
o “CLIENT NAME” Internal Documents site: https://crossmarkappboxcom/folder/5100
Event Coordinators should have access to this folder
o “CLIENT NAME” Retail Rep Documents site:
https://crossmarkappboxcom/folder/5100
This is the folder of the site that Field Reps should be able to access
DO NOT GIVE THEM ACCESS TO ANY OTHER LEVEL OF
BOX!
Client access/ Login requests
o Tableau or Get the Picture
Submit a ticket in RemedyForce asking for access
https://crossmarklightningforcecom/lightning/n/BMCServiceDesk__Remedyforc
e_Self_Service
o Password Resets/Troubleshooting
Box: clients sometimes need their password reset:
Go to a Google Chrome incognito window and put the url for the
Client side Box site
o https://crossmarkaccountboxcom/login?redirect_url=%2Ffolder
%2F29135700700
Click into “Not a part of CROSSMARK?”
Enter the email address of the client asking for a reset and click
“Next”
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o Vectra
If someone needs their Vectra credentials resent email: “Client
Employee”; “Client Email Address”
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End of Month Reporting Walkthrough
Files Needed:
Master (Excel) file
“CLIENT NAME” Master (PPT) file
Success Stories file
Year to Date Events file
o Found here: “CLIENT NAME””CLIENT NAME” Client Documents2018Events
Calendar
Exported Tableau files: Compliance, Pricing, Events, and Education Summary
Previous month’s files are saved here: “CLIENT NAME””CLIENT NAME” Team Internal
Documents2018 DocumentsReportingEOM Reporting05 – May 2018
1. Export “Compliance,” “Pricing,” “Events,” and “Education Summary” tabs from
Tableau
a. If the exporting drop down has “Data” and “Crosstab” greyed out, click into the
charts and try again.
b. Download as “Data,” click over to “Underlying,” and check “Show all columns”
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2. Copy the Master (Excel) and “CLIENT NAME” Master (PPT) files over from the
previous month and move to the current month’s folder. These will be your templates.
Update the necessary information
a. Changing over everything that says “June” to “July” etc.
3. Compliance: Create a pivot table with “Client” and “Execution Status” as the Rows and
“Execution Status” as the Value
a. “Execution Status” will automatically change to “Count of Execution Status”
b. We give “CLIENT NAME” a three month rolling view. Hide any data that isn’t
from the current month and the previous two months. Hide and unhide the
necessary columns in the Master (Excel)
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c. Using the data from the “Compliance” pivot table manually fill in the values on
the Master (Excel) file
i. DO NOT FILL IN THE “ALL” SECTION! THIS IS SET WITH
FORMULAS AND DOESN’T NEED MANUAL INPUT!
ii. Note any adjustments to the Completed/Incomplete visits that may have
happened for the week
1. Eg. A project that was pulled from visits and so we agreed it
won’t be part of the calculations
2. Need agreement with the numbers given on the Execution
updates given to “CLIENT NAME”
a. Eg. Compliance cannot say 99% execution, but we told the
client 77%
d. Make any needed formatting changes
e. Copy and Paste (as a picture) each utility into the corresponding slide on the
“CLIENT NAME” Master (PPT) file
f. Update the other sections of the slide as needed
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4. Pricing: Create a pivot table with “Client” and “Question Text” as the Rows and
“Numeric Response” as the Value
a. “Numeric Response” will automatically change to “Sum of Numeric Response”
i. If not click into Values and choose Sum form the calculations options
b. Be sure to sort the questions to match the same order as on the Master (Excel) file
c. We give “CLIENT NAME” a three month rolling view. Hide any data that isn’t
from the current month and the previous two months. Hide and unhide the
necessary columns in the Master (Excel)
d. Using the data from the “Pricing” pivot table manually fill in the values on the
Master (Excel) file
i. DO NOT FILL IN THE “ALL” SECTION! THIS IS SET WITH
FORMULAS AND DOESN’T NEED MANUAL INPUT!
ii. There may be lines where more OOS were corrected than listed (not
possible) or more new tags placed than incorrect prices reported (possible
where a tag may be old or missing but not necessarily “incorrect”) Adjust
the numbers for OOS and explain the reasoning for “New Tags Placed”
e. Copy and Paste (as a picture) each utility into the corresponding slide on the
“CLIENT NAME” Master (PPT) file
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f. Return to the Pricing file, standardize the “Store Name” based on the “Owning
Company”
i. E.g. “Walmart Store” and “Walmart Supercenter” should be calculated
together
g. Create another pivot table with “Question Text” as Columns, “Client” and “Store
Name” as Rows, and “Numeric Response” as Values
i. Again, “Numeric Response” will automatically change to “Sum of
Numeric Response”
1. If not click into Values and choose Sum form the calculations
options
h. In the pivot table, under “Question Text” you’ll select questions that compare the
results of SKUs priced incorrected to New Shelf Tags Placed. You’ll also compare
SKUs Out of Stock to Out of Stock SKUs corrected
i. I usually list 2-3 retailers with higher ratios. If no retailer sticks out I will note
that “there were no retailers with a consistently high count” Use personal
judgement
j. Update the information in the slide as needed
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5. Events: Create a pivot table with “Client” and “Question Text” as the Rows and
“Numeric Response” as the Value
k. Be sure to sort the questions to match the same order as they are on the Master
(Excel) file
l. Filter out any events that did not happen in the current month
m. We give “CLIENT NAME” a three month rolling view. Hide any data that isn’t
from the current month and the previous two months. Hide and unhide the
necessary columns in the Master (Excel)
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n. Using the data from the “Events” pivot table manually fill in the values on the
Master (Excel) file
i. DO NOT FILL IN THE “ALL” SECTION! THIS IS SET WITH
FORMULAS AND DOESN’T NEED MANUAL INPUT!
o. Make any needed formatting changes
p. Copy and Paste (as a picture) each utility into the corresponding slide on the
“CLIENT NAME” Master (PPT) file
q. Copy and Paste (as a picture) the 2018 Event Count (Excel) file by utility into the
“CLIENT NAME” Master (PPT) file
i. “CLIENT NAME” usually sits on its own slide as it has more events than
most utilities
r. Update the information in the slide as needed
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6. Education Summary: Create a pivot table with “Client” and “Question Text” as the
Rows and “Numeric Response” as the Value
s. Be sure to sort the questions to match the same order as they are on the Master
(Excel) file. They should already be in order
i. Consolidate any duplicate lines as needed
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t. Using the data from the “Education Summary” pivot table manually fill in the
values on the Master (Excel) file
i. DO NOT FILL IN THE “ALL” SECTION. THIS IS SET WITH
FORMULAS AND DOESN’T NEED MANUAL INPUT
u. Make any needed formatting changes
v. Copy and Paste (as a picture) each utility into the corresponding slide on the
“CLIENT NAME” Master (PPT) file
w. Update the information in the slide as needed
x. Add in Success Stories and you’re done!
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Execution Calculations Walkthrough
1. Pull the “Ticket Assignment Details” Report
a. Remember you can pull all utilities at once!
b. The purpose of this report is to show both internal and external parties our
execution progress for the month. Data points of interest are Assigned tickets,
Scheduled Tickets, and Completed tickets
i. We also provide an estimate of how many of the total tickets we expect to
execute for the month
ii. We provide Supervisors both a week to week perspective as well as a
where we are for the month perspective
c. As of July 2018, we are using the “OH_Ticket Assignment Details” version as we
are using OneHub
d. Found at:
https://internalcrossmarkconnectcom/sites/reporting/RC2/SSRS%20Reports/Forms/AllIt
emsaspx?RootFolder=%2fsites%2freporting%2fRC2%2fSSRS%20Reports%2fAxis%20
Reports&FolderCTID=0x012000167CD029CCAB734F9F6DE95B4EEBEF24
2. Your parameters will need to be for the entire month
a. Choose the entire month for your project “Start Range” and “End Range”
b. Division is: “000-”CLIENT NAME””
c. Account: ““CLIENT NAME” International”
d. Program Name: “Consider All Programs”
e. Project: Select all projects
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3. Export the data to Excel
4. Verify that only data from the month of interest is in the data
a. Check the “Program Name” and “Initiative” columns
5. Select a column to turn into “Utility,” I usually overwrite the “Program Name” column
6. Clean up any canceled tickets from the reporting
a. Check the “Axis Project Status,” “OneHub Project Status,” and “Ticket Status”
columns
b. Auto Cancelled tickets stay. These are tickets that were not executed.
7. Remove data from non-Crossmark reps from the data
a. These are usually listed under the “Reported Associate” or “Associate” columns
as ““Division Manager”.” Double check with “Direct Superior” or “Division
Manager”
8. Remove any non-store visit tickets from the data.
a. Eg. Time Reporting tickets
9. Copy the tab naming one “Month” and the other “Week”
a. For the “Week” tab we are only interested in data points from the previous week
(Sun-Sat)
i. In the “Ticket Due Date” column remove any tickets that fall outside of
this parameter
1. Eg. If you are doing this on July 16th 2018, your week of interest is
7/8-7/14
10. For both tabs you will create pivot tables with “Utility” as the Rows then “Utility,”
“Associate,” “Scheduled Date Time,” and “Reported Associate” as the Values
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11. Use a previous month’s file to copy over the formula charts you will be updating
a. The “Highest Poss. End %” column is only needed for the Month charts, not
Week
12. Create another pivot table using the “Month” tab. It will include “Ticket Status” as
Filters, “Utility” as Rows, and “Ticket Status” as Values
13. In the “Ticket Status” filter, check “Select Multiple Items,” then uncheck “Submitted”
and “Auto Cancelled”
a. Copy the values in the “Count of Ticket Status” column and update the column
next to the “Highest Poss. End %” column
b. This data will populate the chart Send to the client for their weekly
Compliance/Execution update.
14. Send as an email to the client.
a. DO NOT ATTACH THE EXCEL FILE YOU USED TO CREATE THIS CHART!
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15. Send an email to the Supervisors, CSMs, and “Division Manager” detailing the
Execution information. Point out any information of value such as noticeably low
performance or a utility that is performing well. Use personal judgement
a. Attach the Excel file you used to create this chart
16. Maintain an internal side copy on Box, but do not post to the client side of Box
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Average Store Visit Report Walkthrough
1. Pull the “Ticket Assignment Details” Report
a. Remember you can pull all utilities at once!
b. The purpose of this report is to show external parties the average amount of time
our Reps are spending in any given retailer
c. As of July 2018, we are using the “OH_Ticket Assignment Details” version as we
are using OneHub
d. Found at:
https://internalcrossmarkconnectcom/sites/reporting/RC2/SSRS%20Reports/Forms/AllIt
emsaspx?RootFolder=%2fsites%2freporting%2fRC2%2fSSRS%20Reports%2fAxis%20
Reports&FolderCTID=0x012000167CD029CCAB734F9F6DE95B4EEBEF24
2. Your parameters will need to be for the entire month
a. For your project “Start Range” and “End Range” choose the entire month
b. Division is: “000-”CLIENT NAME””
c. Account: ““CLIENT NAME” International”
d. Program Name: “Consider All Programs”
e. Project: Select all projects
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3. Export the data to Excel
4. Verify that only data from the month of interest is included
a. Check the “Program Name” and “Initiative” columns
5. Select a column to turn into “Utility,” I usually overwrite the “Program Name” column
6. Clean up any canceled tickets from the reporting
a. Check the “Axis Project Status,” “OneHub Project Status,” and “Ticket Status”
columns
7. Remove any non-store visit tickets from the data.
a. Eg. Time Reporting tickets
8. Remove any event tickets as these will skew the time reporting data
9. Standardize Store Names and Owning Companies
i. Eg. Turn “Ace Hardware of Plano” into “Ace Hardware”
10. Round up any times below the 30 minute minimum to 30 minutes
11. The cleaned tab should look like below
12. On a new tab create a Pivot table with “Store Name” as Rows and “Payroll Time” as
Values
a. Hide the tab with the raw data
b. Change “Store Name” to “Retailer” and “Payroll Time” to “Avg Visit Time” in
the pivot table
13. Include slicers for “Owning Company,” “Retailer,” “State,” and “Utility”
a. Select the slicers and right-click for the “Slicer Settings”
i. Check the box for “Hide items with no data”
1. This will prevent greyed out options on the slicers from changes
made to the raw data
14. Maintain an internal version and upload a client version to sit here: “CLIENT
NAME””CLIENT NAME” Client Documents2018Data & Reporting07_July
31. ** Document edited to retain privacy of client and company personnel. **
31
a. Example at: “CLIENT NAME””CLIENT NAME” Team Internal Documents2018
DocumentsReportingSSRS05_May